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Wellington-Altus USA’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wellington-Altus USA’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$497K Sell
14,643
-2,929
-17% -$108K 0.35% 62
2026
Q1 		$647K Buy
17,572
+2,667
+18% +$92.8K 0.38% 59
2025
Q4 		$488K Buy
+14,905
New +$475K 0.36% 63

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wellington-Altus USA's DFAX Position: Q2 2026 in Review

Wellington-Altus USA reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 17% in Q2 2026, selling an estimated $108K and leaving 14,643 shares worth $497K. The position accounts for 0.35% of the portfolio, ranked #62.

Wellington-Altus USA first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $647K in Q1 2026. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Wellington-Altus USA held 14,643 shares of Dimensional World ex US Core Equity 2 ETF worth $497K as of Q2 2026.
  • Wellington-Altus USA sold 2,929 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $108K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.35% of Wellington-Altus USA's portfolio in Q2 2026, its #62 holding.
  • Wellington-Altus USA first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Dimensional World ex US Core Equity 2 ETF position peaked at $647K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.